Defense & Aerospace Report
554 episodes — Page 11 of 12
Defense & Aerospace Technology Report [Sep 11, 24] CSIS' Greg Allen & Oliver Wyman's Doug Berenson
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Greg Allen, the director of the Wadhwani Center for AI and Advanced Technology at the Center for Strategic and International Studies, and Doug Berenson, a partner in the Aerospace, Defense and Government Services Practice at the Oliver Wyman consultancy, to discuss their commentary — “Why Is the U.S. Defense Industrial Base So Isolated from the U.S. Economy?” — the historic benefits of having a unitary national industrial base; how the defense industry became increasingly isolated from commercial industry and its implications on innovation, competition as well as scaling production; how the US government can attract more commercial firms to the fold; importance of presidential leadership and the government making clear the big military problems it needs to solve to spur industry to find solutions; the challenges faced by the current innovation ecosystem; and the need to tap allied industrial capacity. To learn more about the Ap ex conference, sponsorship and attendance opportunities please visit apexdefense.org
DEFAERO Strategy Series [Sep 10, 24] Djibouti Ambassador to the United States Mohamed Siad Doualeh
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Amb. Mohammed Siad Doualeh, Djibouti’s ambassador to the United States as well as the country’s representative to the United Nations, discusses key issues that need to be addressed by world leaders when the United Nations General Assembly convenes in New York, whether the worst famine in four decades can be averted because of ongoing conflict in Sudan, how to address Houthi attacks in the Red Sea that have precipitated a drop in commercial traffic through the key waterway and threaten ecological disaster as ships are damaged and sunk, a survey of regional crises and progress made over the past year, how regional conflict and instability is driving global migration, combatting mpox now that the World Health Organization has declared the virus a public health emergency of international concern in the wake of an outbreak in the Democratic Republic of the Congo, countering Russian and Chinese dis- and misinformation, and advice on how the two US presidential candidates and campaigns should think of Africa through Election Day and beyond with Defense & Aerospace Report Editor Vago Muradian.
Daily Pod [Sep 09, 24] Sam Bendett on Russia-Ukraine & Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses discusses mounting Russian pressure on Ukrainian forces in Pokrovsk and Chasiv Yar, the strategic importance of the two to Russian planes to gain ground in Donbas, Ukraine’s ability to stymie Moscow’s plans, Kyiv’s latest call to use Western arms against Russia, and the stability of Vladimir Putin’s regime as Ukrainian forces seize more ground in Kursk; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses “the surprises” from the Russo-Ukrainian war, how the US is countering Chinese economic coersion, Boeing’s importance for broader US industrial health and competitiveness, an analysis of the economic and tax policies of the two presidential candidates, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Report Podcast [Sep 07, ’24 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian discuss a down week on Wall Street ending in a hard sell off; Airbus and Embraer release their order and delivery figures; Pentagon acquisition and sustainment undersecretary Dr. Bill LaPlante’s decision to rescind a key approval for the the Milestone B approval of the US Air Force’s Sentinel Next Generation Strategic Deterrent program led by Northrop Grumman; the European Air Safety Agency has ordered inspections of Rolls Royce engines on Airbus 350-1000 jets after a fire on a Cathay Pacific airliner; Boeing’s unionized workers will vote Sept. 12 on whether to strike; the Air Force will buy from Boeing more of Leonardo’s MH-139 Grey Wolf helicopters; NASA prepares to return the Boeing’s StarLiner spacecraft to earth; with the Pentagon’s decision to extend the lifespan of the F-35 Lightning II fighter program from 2077 to 2088, the total program cost is up to $2 trillion even as unit prices for the jets are coming down; Philippine’s interest in 40 new combat aircraft.
Defense & Aerospace Report Podcast [Washington Roundtable Sep 06, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, and former Pentagon Comptroller Dr. Dov Zakheim join Defense & Aerospace Report Editor Vago Muradian to discuss what to expect from Congress when they return to DC for 13 days before recessing for the election; update on presidential, Senate and House races with only nine weeks left to Election Day; whether Ukraine’s Kursk offensive will prove a costly miscalculation as Russia advances on Donbas; Volodymyr Zelenskyy prepares to shuffle his cabinet as Kyiv continues to lobby Washington and its allies to allow use of Western weapons against Russia; the US government alleges Russian and Chinese interference in American politics; takeaways from National Security Adviser Jake Sullivan’s Beijing visit as a Chinese ship again collides with a Filipino one; and Bibi Netanyahu brushes aside mass protests demanding as well as what’s said to be the final US-Egypt-Qatar proposal to end of the Gaza war.

Defense & Aerospace Air Power Podcast [Sep 05, 24] Season 2 E33: Rise of the Machines
DoD’s Replicator initiative has been something of an enigma from the start. Veteran analyst Dr. Ted Harshberger joins us to explain where Replicator is now, what comes next, and how (or if) it fits with NGAD. Plus a 1985 munition proposal you never heard of. And, of course, we have headlines in airpower, all thanks to GE!
Defense & Aerospace Daily Podcast [Sep 04, 24] AIA's Eric Fanning
Eric Fanning, the president and CEO of the Aerospace Industries Association, joins Defense & Aerospace Report Editor Vago Muradian to discuss the defense budget outlook as Congress returns to Washington briefly before recessing until after the election, other defense and aerospace legislative priorities for the association, how the presidential candidates would impact the US defense and aerospace industrial base, priority investment areas to grow US capabilities, the impact of the Biden administration’s first ever industrial policy and PPBE reforms, and more.
Defense & Aerospace Daily Podcast [Sep 03, 24] Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the latest headlines and looks at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Report Podcast [Sep 02, ’24 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian discuss Wall Street ended the week strong before the Labor Day holiday, the US government hits RTX with a $200 million fine for improperly sharing technology with China as analysts ask whether more companies will also be penalized, Serbia orders Rafale fighters by Dassault Aviation while Thailand opts for the E- and F-model of the Gripen by Saab, whey Airbus and Sikorsky both decided against bidding for a UK helicopter contract, UK defense budget outlook as Starmer government makes clear cuts are coming, Britain and Germany strike a wide-ranging treaty that spans defense, science, technology and deeper economic cooperation, defense industrial implications as Germany’s right wing AFD party gains ground in Thuringia, and Britain concludes arms being used by Israel in Gaza could be used in violation of international humanitarian law, immediately suspending 30 licenses for components for fighter planes, helicopters and drones.
Defense & Aerospace Report Podcast [Washington Roundtable Aug 30, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Mark Montgomery, a retired US Navy rear admiral and former INDOPACOM J-3 who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies, former Pentagon Europe chief Jim Townsend now with the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join Defense & Aerospace Report Editor Vago Muradian to discuss a US presidential campaign in full swing, controversy over former President Trump’s campaign visit to Arlington Cemetery, Ukraine continues its advance into Russia as analysts say Moscow lacks the people or equipment to stop it, National Security Adviser Jake Sullivan’s visit to Beijing as China is accused of stealing US internet service provider data and Indo-Pacific Commander Adm. Sam Paparo says US ships might have to escort Filipino ships being bullied by Chinese forces, the US Navy awards Korea’s Hanwha Ocean a contract to repair a US logistics support ship, and Middle East tensions soar as Israel launches air strikes in the West Bank as Jerusalem agrees to suspend Gaza strikes to allow a UN emergency vaccination drive after the first polio case in a generation was detected in the enclave.

Defense & Aerospace Air Power Podcast [Aug 29, 24] Season 2 E32: No Crew, No Problem
The Collaborative Combat Aircraft promises to redefine how the U.S. Air Force flies and fights. But what is it, and how do we get from here to there? The author of a new report on CCAs, Gregory Allen, director of the Wadhwani Center for AI and Advanced Technology at the Center for Strategic and International Studies, join us with some of the answers. And of course, we have headlines in airpower. Thanks, GE!
Defense & Aerospace Daily Podcast [Aug 28, 24] Leonardo DRS Chairman and CEO Bill Lynn
Bill Lynn, former deputy defense secretary and current Leonardo DRS Chairman and CEO, joins Defense & Aerospace Report Editor Vago Muradian to discuss the budget outlook, growth markets in a tight budget environment, how the two presidential candidates would impact defense spending if elected, the impact of the Biden administration’s first ever defense industrial strategy, whether long-running reform efforts are changing how the Pentagon does business, how the company decides what to make in house and what to buy from suppliers as analysts suggest that vertical integration is increasingly key to accelerating programs and better controlling cost, how the Pentagon will regard industry for their investment as companies like Anduril raise private capital to develop weapons for the Pentagon, and a status report on Leonardo DRS as the second anniversary of it’s December 2022 listing approaches.
Defense & Aerospace Daily Podcast [Aug 27, 24] AEI's Todd Harrison
Todd Harrison of the American Enterprise Institute joins Defense & Aerospace Report Editor Vago Muradian to discuss the budget outlook as Congress prepares to return to DC early next month, the Pentagon’s innovation efforts, why vertical integration will be increasingly important for Pentagon contractors, Anduril’s growth strategy, and why former President Trump’s endorsement of a Space National Guard is a bad idea.
Defense & Aerospace Daily Podcast [Aug 26, 24] The Week Ahead w/ Byron Callan
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discusses his takeaways from the Democratic National Convention and compares national security messaging from both parties presidential campaigns, a growing sense that the Russo-Ukrainian war is approaching stalemate in 2025, his latest essay “The Four Rungs on the Defense Wall of Worry,” and a look at the week ahead.
Defense & Aerospace Report Podcast [Aug 24, ’24 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss Federal Reserve Chairman Jerome Powell’s statement that the central bank would cut interest rates by half a percent especially after employment figures were adjusted downward; Sierra Nevada wins the US Army’s High Accuracy Detection and Exploitation System or HADES spyplane contract; Boeing sells 36 new AH-64 helicopters to South Korea, but the company’s 777X jetliner is grounded after the company discovered a structural issue that will be expensive to fix; the last of 23 VH-92 helicopters were delivered to the Marine Corps by Lockheed Martin’s Sikorsky as the president’s new helicopter, but it can’t replace aging Blackhawks and Sea Kings until the new aircraft is cleared to land on the White House lawn; companies like Bell that selected Spirit AeroSystems for defense aerostructures work are said to be considering ending those contracts after Boeing buys its former unit; and NASA decides two astronauts stuck in space since their Boeing StarLiner experienced problems on its maiden flight to the International Space Station will return to earth aboard a SpaceX Crew Dragon spacecraft in February.
Defense & Aerospace Report Podcast [Washington Roundtable Aug 23, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Cavas Ships co-host Chris Servello, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian discuss takeaways from the Democratic convention that nominated Vice President Kamala Harris and Minnesota Gov. Tim Walz as the party’s candidates for president and vice president; national security themes from Chicago; Ukraine’s offensive into Russia continues as Russian forces gain ground in Donbas; Beijing protests senior US officials meeting with the Dalai Lama; Chinese and Philippine ships collide in the South China Sea; the Gaza war continues as hopes of a ceasefire fade; Iran wavers on attacking Israel; and top Israel security leaders warn that Jewish extremists represent an existential threat to Israel.

Defense & Aerospace Air Power Podcast [Aug 22, 24] Season 2 E31: Serve and Re-Serve
Modernization, low reenlistment, recruitment challenges, and re-orienting a force for great power competition aren’t just concerns for the active Air Force. We’ll talk these issues and more with the Chief of the Air Force Reserve, Lieutenant General John Healy. And of course, the week’s top headlines in airpower. All powered by GE!
Defense & Aerospace Daily Podcast [Aug 21, 24] Cadence Design System's James Chew
James Chew, the global group director for aerospace and defense at Cadence Design Systems who also is the chair of the National Defense Industrial Association’s Science and Engineering Technology Division, joins Defense & Aerospace Report Editor Vago Muradian to discuss how DoD can better harness commercial innovation for military needs, the key to greater agility, making tradeoffs to field systems at the speed of relevance at affordable cost, impact of microelectronics investment and where else the government needs to invest to bolster US industrial capacity, and whether efforts to throttle adversary nations like China can succeed.
DEFAERO Strategy Series [Aug 20, 24] Latest Polling w/ Ipsos’ Darrell Bricker
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dr. Darrell Bricker, the CEO of Ipsos Public Affairs who also advises on the agenda at the annual Halifax International Security Forum in Nova Scotia every November, discusses the latest polling in the US presidential race, top issues for voters and where national security ranks among their concerns, notion of immigration as a national security issue, how public perceptions can shape more thoughtful immigration policies, impact of vice presidential choices on race, impact of the Gaza war on Democrats and how unruly pro-Palestinian demonstrations could undermine Harris’ tough on crime image, perceptions of Israel in the wake of the Gaza war, global security concerns, perceptions of Russia and Ukraine as the war grinds on, and an update on right wing as well as populist movements worldwide with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Daily Podcast [Aug 19, 24] Week Ahead & Latest on Russia-Ukraine
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss Ukraine’s continuing invasion that’s seized more than 1,000 square kilometers in Russia’s Kursk region, Moscow’s inability to stop Ukraine’s advance, how Vladimir Putin will respond, and whether Kyiv’s gambit will change the vector of the conflict; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses a draft paper by Arizona State University’s Hendrik Bessembinder — Which Stocks Generated the Highest Long-Term Returns — over the past century, Rheinmetall’s proposed $950 million acquisition of Loc Performance, Boeing’s big week for F-15 fighters as well as AH-64 helicopters and E-7 radar planes, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Report Podcast [Aug 18, ’24 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss Wall Street’s strongest strongest run in nine months on a brighter US economic forecast after lower than expected inflation; a big week for Boeing as Israel orders 50 new F-15 Eagle II fighters with plans to refurbish 25 older model jets, Poland commits to buying 96 AH-64 Apache attack helicopters, and the US Air Force puts the E-7 radar plane under a development contract; coming off record earnings, Rheinmetall proposes the $950 million acquisition of Loc Performance, a Michigan based engineering company with a role on key US Army’s vehicle programs as well as agricultural and construction equipment; the Global Business Travel Association says that business travel won’t return to pre pandemic levels until 2027; and Ukraine’s widening invasion of Russia.
Defense & Aerospace Report Podcast [Washington Roundtable Aug 16, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian discuss a US presidential race that continues to tighten as Democrats will gather next week in Chicago for their nominating convention, Harris’ and former President Trump’s national security views, Ukrainian forces’ depending attack into Russia, the State Department’s export control exemptions to realize the AUKUS partnership for new nuclear attack submarines or other technologies, Japanese Prime Minister Fumio Kishida’s decision to step down at the end of the month, US-Japan-Korea relations deepen as South Korean President Yoon Suk Yeol proposes a new North Korea policy, Israel steps up operations in Gaza compounding the humanitarian crisis in the enclave as Iran and its proxies continue to deliberate on how to respond to Israel’s recent assassination of top Hamas and Hezbollah leaders as Israel redraws the West Bank to permanently preclude a possible future Palestinian state.

Defense & Aerospace Air Power Podcast [Aug 15, 24] Season 2 E30: Good Year for Eagles
The F-15EX Eagle II isn’t your (grand) father’s fighter. It’s in demand around the world. We’ll find out all about it – and hints of things to come -- from Mark Sears, Boeing’s VP of Fighters, and Rob Novotny, their Director of Business Development for Fighters. And we have the week’s top headlines in airpower. All powered by GE!
Defense & Aerospace Technology Report [Aug 14, 24] Dan Fata & Miles Taylor on Station DC
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Dan Fata, a former deputy assistant secretary of defense for Europe and NATO during the Bush administration who is now the principal at the Fata Advisory consultancy, and Miles Taylor, the former chief of staff at the department of homeland security who is now with the new technology advisory firm Washington Office, discuss the new DC chapter of the Capital Factory in Austin — Station DC — that aims to become the nexus of the technology ecosystem in Washington, the importance of bringing together the entire tech community from small firms to heritage primes and everything in between, Station DC’s role in bringing together industry, the Pentagon as well as lawmakers, the bottlenecks innovative firms see as impediments to progress and more with Defense & Aerospace Report Editor Vago Muradian. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexdefense.org
DEFAERO Strategy Series [Aug 13, 24] Mark Montgomery on Defending Taiwan
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Mark Montgomery, a retired US Navy rear admiral who is now the senior director of the Center on Cyber and Technology Innovation at the Foundation for Defense of Democracies and the executive director of the Cyber Solarium 2.0 project, discusses his recent participation in a wargame in Taiwan that explored how China can economically coerce the island democracy in ways below the threshold for a US response, how Washington and its allies need to rethink their approach to Beijing’s novel techniques to undermine Taiwan and other regional governments, efforts to better bring together Indo-Pacific and European allies toe better deter China, whether US efforts to bolster its warfighting capabilities are making progress quickly enough to continue deterring Beijing, and the role of US Air Force B-2 bombers in the recent sinking of a decommissioned amphibious assault ship and the need for more and longer-range anti-ship weapons with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Daily Podcast [Aug 12 24] Week Ahead & Latest on Russia-Ukraine
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss Ukraine’s offensive into Russia’s Kursk region; whether the risks of the operations are worth the rewards; how Moscow will respond; and what to expect from the Army 2024 arms show; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses takeaways from the National Defense Industrial Association’s Emerging Technologies conference last week; Anduril’s move to raise $1.5 billion for a giant new production facility for large-scale unmanned systems production; prospects for a wider regional war as Iran considering attacking Israel after Jerusalem assassinated key Hezbollah and Hamas leaders; Ukraine’s attack into Russia; polling in US presidential race and Vice President Harris’ national security stance; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Report Podcast [Aug 11, ’24 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss world markets rocked by Japan’s biggest stock plunge since 1987; Boeing’s new CEO Kelly Ortberg tells employees he and his team will be walking factory floors — and does so on Day One at the company’s helm; NASA suggests that two astronauts launched on Boeing’s StarLiner spacecraft in June might have to be recovered by SpaceX next February; Rheinmetall posts record-breaking sales; Anduril raises $1.5 billion to “rebuild the arsenal of democracy” by “hyperscale” hiring, investment and facilities for new weapons production; a Voepass airlines ATR 72 regional turboprop crashed outside Sao Paolo killing all 62 aboard; British Airways and Virgin have both suspended flights to China; and Joby Aviation claims it will start commercial air taxi services in Dubai next year.
Defense & Aerospace Report Podcast [Washington Roundtable Aug 09, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian discuss Vice President Harris’ decision to tap Minnesota Gov. Tim Walz as her running mate as the Democratic ticket gains ground on former President Trump and his running mate, Ohio Sen. JD Vance; Ukraine launches an offensive into Russia; the leaders of the United States, Egypt and Qatar call on Israel and Gaza to strike a ceasefire that would release hostages and end bloodshed in the devastated Palestinian enclave; Australia and America deepen their already deep partnership; Norway joins a US carrier deployment in the Pacific; Germany joins the UN Command policing the inter-Korean border; and Pentagon acquisition and sustainment chief Bill LaPlante is seeking weapons cooperation across the Indo-Pacific.
Defense & Aerospace Air Power Podcast [Aug 08, 24] Season 2 E29: Deadline Every Minute
It’s been a very busy few weeks in airpower, with a new blue-ribbon panel to reconsider NGAD and NGAS, FLRAA going into full scale development, F-16s arriving in Ukraine, and much more. Aviation Week defense editor Steve Trimble helps make sense of it all, including the top headlines in airpower. Powered by GE!
Defense & Aerospace Daily Podcast [Aug 07, 24] Justin Sherman on Latest Tech & Cyber Headlines
Justin Sherman, the founder of Global Cyber Strategies advisory firm and nonresident fellow at the Atlantic Council’s Cyber Statecraft Initiative, discusses the new report he authored — “Russia’s Digital Tech Isolationism: Domestic Innovation, Digital Fragmentation, and the Kremlin’s Push to Replace Western Digital Technology” — how Moscow uses its digital technology for global advantage, impact of sanctions that have driven a rise in domestic capability and greater partnership and reliance on China, the global market for Russian and Chinese digital technologies among nations that want to operate outside US and Western sanctions, how to counter Russian dis and misinformation, and outlook for social media regulation in Washington with Defense & Aerospace Report Editor Vago Muradian.
DEFAERO Strategy Series [Aug 06, 24] Dmitri Alperovich
On today’s Strategy Series program, sponsored by General Atomics Aeronautical Systems, Dmitri Alperovich, the chairman of Silverado Policy Accelerator think tank who co-founded the cyber security giant CrowdStrike , discusses the new book he coauthored with Garrett Graff — “World on the Brink: How America Can Beat China in the Race for the Twenty-First Century.” — similarities and lessons from the West’s Cold War competition with the Soviet Union, why China is more vulnerable than the Soviet Union and how the West can win the contest, how best to cooperate with Beijing, and a report card on US efforts to improve cyber security with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Daily Podcast [Aug 05 24] Week Ahead & Latest on Russia-Ukraine
On today’s program, sponsored by HII, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer of the Carnegie Endowment for International Peace discuss last week’s deal that saw Russia exchange innocent Americans and Russian activists for Russian assassins, spies and hackers, and whether the deal will prompt Moscow to take more hostages in the future; update on the Ukraine war and growing worries that Kyiv is losing the conflict and if so, what Western nations can do to change the battlefield dynamic; a new Duma law that prohibits soldiers from using their personal electronic devices on the front; and how Vice President Harris and those around her regard Russia, Ukraine and NATO; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses the sharp market drop on Aug. 5, 2024, and how global worries impacted defense and aerospace equities; a look at Boeing’s results last week and news that Kelly Ortberg will succeed Dave Calhoun as the giant’s CEO; defense budget prospects as Senate appropriators cleared 11 of 12 spending bills before leaving town for August; prospect of a wider Middle East war war as Iran vows retaliation after Israel assassinated top Hezbollah and Hamas leaders, including one in Tehran; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Report Podcast [Aug 03, ’24 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss Wall Street meltdown on a sharper than expected drop in new jobs even as the Federal Reserve said rate cuts are imminent; Boeing taps one of the industry host highly regarded retirees — former Collins CEO Kelly Ortberg — as its new chief executive as the company also reports dismal earnings and needs to raise capital; Airbus, BAE Systems, MTU, and Rolls-Royce also report earnings; and the Air Force says still going to develop a new, six-generation manned fighter even as it rethinks the penetrating counter air portion of the Next-Generation Air Dominance program.
Defense & Aerospace Report Podcast [Washington Roundtable Aug 02, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss the Senate’s mark up of four appropriations bills including defense; the decision to exchange Russian killers, spies and thugs to free American reporters and rights activists from captivity in Russia; soaring tensions in the Middle East after Israel assassinated two Hamas and one Hezbollah leader and whether Israeli Prime Minister Bibi Netanyahu’s goal is a wider regional war; Russia’s steady advance in Ukraine; China hacks into Germany’s cartography office as America revamps its Indo-Pacific relationships to better deter Beijing; and a look at the US presidential race and possible candidates to serve as Vice President Kamala Harris’ running mate.

Defense & Aerospace Air Power Podcast [Aug 01, 24] Season 2 E28: Sea Spirit
The US Air Force has sunk a Navy ship -- with a new anti-ship weapon launched from a B-2. We’ll get into the implications with the Sagamore Institute’s Dr. Jerry Hendrix, a retired US Navy captain, naval aviator and strategist. And CSIS’s Dr. Tom Karako comes by to update us on the latest in air and missile defense around the world. Plus the top headlines in airpower. Powered by GE!
Defense & Aerospace Daily Podcast [Jul 31, 24] NDIA's Norquist & Seraphin
Former Deputy Defense Secretary David Norquist who is now the president and CEO of the National Defense Industrial Association and Dr Arun Seraphin who runs NDIA’s Emerging Technologies Institute, join Defense & Aerospace Report Editor Vago Muradian to discuss the US budget outlook as Congress is expected to opt for another continuing resolution to fund government rather than legislation; impact of funding uncertainty on the very innovation ecosystem the Pentagon is courting; what to expect from the ETI conference in Washington Aug. 7-9; role of supplemental in driving innovation, bolstering supply chains and production capacity; feedback from the association’s membership; defense impacts irrespective of Harris or Trump victory in November; and Boeing’s decision to tap former Collins CEO Kelly Ortberg as the company’s next chief executive.
Defense & Aerospace Technology Report [Jul 30, 24] RAF's Air Commodore Blythe Crawford
On this month’s innovation conversation to highlight key topics in the countdown to the Apex technology and innovation conference next January in Washington, sponsored by Clarion Defence, Air Commodore Blythe Crawford, the commandant of the Royal Air Force’s Air and Space Warfare Center, joins Defense & Aerospace Report Editor Vago Muradian to discuss the nature of innovation and the need for greater agility, the right and wrong lessons from Russia’s war on Ukraine, the big problems that need solving, grading progress, issuing many small but demanding contracts to help determine the innovative companies that can delivery from those that can’t — and documenting the results — and keys to driving culture change. To learn more about the Apex conference, sponsorship and attendance opportunities please visit apexdefense.org
Defense & Aerospace Daily Podcast [Jul 29, 24] Byron Callan’s Week Ahead
On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the Office of Management and Budget’s midyear review that shows lower deficit projections than the Congressional Budget Office; budget outlook as Congress moves to again opt for a continuing resolution rather than passing a budget bill; analysis of second quarter earnings and management statements on budget and profit outlook; thoughts on the “Economic Consequences of Weak Governance and Policy Instability” hosted by The Budget Lab at Yale University and The Niskanen Center think tank; takeaways from the Farnborough International Air Show; and a look at the week ahead.
Defense & Aerospace Report Podcast [Jul 27, ’24 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss an upcoming week on Wall Street after a shaky start on lower than expected inflation and strong profits; American Airlines joins Delta and United in posting muted earnings prompting questions whether the jetliner market is cooling as the world’s aerospace and defense leaders gathered at a muted Farnborough Air Show; Boeing nears an announcement of a new CEO; Leonardo CEO Roberto Cingolani says that he’s “personally” ok with Saudi Arabia joining Britain and Japan in the Global Combat Air Program even as Japanese officials suggest doing so would create reputational risk; and Babcock, Bombardier, Booz Allen Hamilton, Dassault, General Dynamics, General Electric, L3 Harris, Lockheed Martin, Northrop Grumman, RTX, Textron and Thales all report earnings.
Defense & Aerospace Report Podcast [Washington Roundtable Jul 26, ’24]
On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss the grim outlook for the National Defense Authorization Act and appropriations; Vice President Kamala Harris’ first week at the top of the ticket; President Biden explains why he decided it was time to hand the reins to a new generation; the vice presidential sweepstakes; Israeli Prime Minister Bibi Netanyahu becomes the first ever foreign leader to address a joint session of Congress four times as Jerusalem strikes Houthi targets 2,000 kilometers away in Yemen after the Iran -backed group killed one and wounded 10 in a drone attack that leaked past air defenses and struck a Tel Aviv apartment building; and three key train lines in France are targeted with arson attacks that derailed travel plans for hundreds of thousands heading to the summer Olympic Games in Paris.
Defense & Aerospace Air Power Podcast [Jul 25, 24] Season 2 E27: Fresh from Farnborough
We get updates on major programs -- and visions of the future -- from Greg Ulmer, the head of Lockheed Martin Aeronautics, and General Atomics CEO Dave Alexander. Plus the top headlines in airpower. Powered by GE!
Defense & Aerospace Daily Podcast [Jul 24, 24] RUSI's Dr Jack Watling
Dr. Jack Watling, the senior research fellow for land warfare at the Royal United Services Institute, discusses takeaways from RUSI's flagship land warfare conference this week in London, the future of land warfare, learning the right lessons from Russia's war on Ukraine and avoid the wrong ones, how the ubiquity of unmanned aerial systems changes land warfare, whether militaries are implementing lessons to improve capabilities, the sweet spots for vehicle weight as well as armament, need for more air and missile defenses as well as long-range fires, why NATO has to ready for future attack by Russia as leaders in Moscow make clear their next target after Ukraine is the alliance, an update on the Ukraine war and why Kyiv's position remains precarious despite US and Western aid with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Daily Podcast [Jul 23, 24] Byron Callan's Week Ahead
On today's program, sponsored by HIl, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses implications of President Biden’s decision against standing for reelection; whether defense sentiment would change if Vice President Harris’ running mate is a former military leader like Sen. Mark Kelly, D-Ariz., or retired Adm. Bill McRaven; why defense stocks in 2024-25 are unlikely to perform as they did in 2016; why 2025 will be a pivotal year for the Russo-Ukrainian war; the US Air Force's agreement with Boeing to start development work on the E-7 radar plane and decision to accept Block 40 TR3 versions of the F-35 Lightning Il fighter; expectations from the Farnborough International Airshow and earnings expectations from leading US firms; why US defense stocks have lagged the broader market; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Daily Podcast [Jul 22 24] Biden Drops Out, Our Team Weighs In
On today’s program, sponsored by HII, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to President Biden’s decision to drop his reelection bid and endorse Vice President Kamala Harris, what’s next as the Democratic Party works to revamp its ticket, how Harris can broaden her appeal, and possible running mates.
Defense & Aerospace Report Podcast [Jul 20, ’24 Business Report]
On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss a down broader market but a good week for defense and aerospace; the US Air Force strikes a deal with Boeing to buy E-7 radar planes and has agreed to accept the long-delayed Block 4 Technology Refresh 3 version of Lockheed Martin’s F-35 Lightning II; Hexcel, Saab, Textron and United report earnings as other leading companies prepare to report earnings next week; Babcock pre-announces another 90 million pound charge on its Type 31 frigate; takeaways from the Royal International Air Tattoo as the global defense and aerospace industry prepares to convene next week at the Farnborough Air Show.
Defense & Aerospace Report Podcast [Washington Roundtable Jul 19, ’24]
On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to discuss the budget process as the Republican Party nominates Donald Trump as its presidential candidate and Ohio Sen. JD Vance as vice president; speculation President Biden said to be increasingly open to stepping aside; New Jersey Sen. Bob Menendez is found guilty, worries rise that Ukraine is in danger of losing to Russia; after saying he wouldn't fight for Taiwan, Trump suggests that he might support the island nation if Taipei pays more for its security; Britain's defense review; and the Gaza war grinds on and a Houthi missile hits a Tel Aviv apartment building killing one and wounding 10.

Defense & Aerospace Air Power Podcast [Jul 18, 24] Season 2 E26: Global Perspective
This week, three great airpower minds — Major General Jonas Vikman, chief of the Swedish Air Force; retired Air Marshal Greg Bagwell, president of the Air and Space Power Association; and Dean David Deptula of the Mitchell Institute — look at today’s challenges and the next generation. Plus the top headlines in airpower!
Defense & Aerospace Daily Podcast [Jul 17 24] Latest Cyber Headlines w/ CSIS' Dr Jim Lewis
Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, discusses the cyber implications of the Supreme Court’s decision to overturn the “Chevron” precedent that gave US government agencies broad power to interpret legislation, prospects for more cyber-related congressional action, what needs to be on lawmaker’s to do list, the need to dramatically expand the cyber workforce, assessing the cyber elements of the two presidential campaigns, balancing freedom of speech with the need to counter disinformation in reigning in social media firms, and more with Defense & Aerospace Report Editor Vago Muradian.
Strategy Series [Jul 16, 24] Webster & McGinn on Industrial Supply takeaways from NATO Gathering
Keith Webster, the president of the defense and aerospace council at the US Chamber of Commerce — who last week hosted the defense industrial forum at NATO’s 75th anniversary summit —and Dr. Jerry McGinn, the director of the Baroni Center for Government Contracting at George Mason University, discuss defense industrial takeaways from the gathering of alliance leaders last week in Washington, how to improve industrial capacity, balancing Buy American with Buy Allied sentiments, and more with Defense & Aerospace Report Editor Vago Muradian.
Defense & Aerospace Daily Podcast [Jul 15 24] Assassination Attempt Implications & Week Ahead
On today’s program, sponsored by HII, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, and former Pentagon Comptroller Dr. Dov Zakheim discuss the political implications of the assassination attempt on former President Trump during a campaign rally in Pennsylvania and whether efforts to dial down toxic political rhetoric will succeed as the GOP holds its nominating convention this week in Milwaukee; and Byron Callan of the independent Washington research firm Capital Alpha Partners discusses assassination attempt, takeaways from the NATO summit, Senate appropriations and authorization language, whether the House will embrace the Senate’s proposal to increase defense spending, a look at this month’s Treasury figures and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.